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Fortuna Mining Corp (FSM)

CUSIP: 349942102 | NYSE | Basic Materials · Gold | Mid Cap | 416 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP10,980,465
0.0% of portfolio›$123.4M
Euro Pacific Asset Management, LLC4,491,284
4.6% of portfolio›$50.5M
Davenport & Co LLC3,137,152
0.2% of portfolio›$35.4M
Sicart Associates LLC1,162,693
3.0% of portfolio›$12.5M
Global Strategic Management Inc1,046,319
18.8% of portfolio›$11.8M
U S Global Investors Inc707,851
0.8% of portfolio›$8.0M
MacKenzie Financial Corp546,814
0.0% of portfolio›$6.1M
Intact Investment Management Inc.450,200
0.2% of portfolio›$5.1M
CIBC Asset Management Inc366,419
0.0% of portfolio›$4.2M
Y-Intercept (Hong Kong) Ltd275,534
0.1% of portfolio›$3.1M
PKO Investment Management Joint-Stock Co151,438
0.1% of portfolio›$1.7M
Klein Pavlis & Peasley Financial, Inc.132,274
0.8% of portfolio›$1.5M
Abbington Investment Group127,660
0.9% of portfolio›$1.4M
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.125,900
2.6% of portfolio›$1.4M
Thrivent Financial for Lutherans104,910
0.0% of portfolio›$1.2M
DekaBank Deutsche Girozentrale100,952
0.0% of portfolio›$1.1M
Ashton Thomas Private Wealth, LLC99,508
0.0% of portfolio›$1.1M
Daiwa Securities Group Inc.91,258
0.0% of portfolio›$1.0M
Achmea Investment Management B.V.90,689
0.0% of portfolio›$1.0M
TD Waterhouse Canada Inc.74,839
0.0% of portfolio›$823.6K
Bank of New York Mellon Corp66,829
0.0% of portfolio›$751.2K
Citigroup Inc63,695
0.0% of portfolio›$717.8K
Pictet Asset Management Holding SA55,860
0.0% of portfolio›$629.5K
Realta Investment Advisors55,550
0.2% of portfolio›$624.4K
Caitong International Asset Management Co., Ltd45,026
0.0% of portfolio›$506.1K
Channing Global Advisors, LLC40,331
0.2% of portfolio›$453.3K
LVW Advisors, LLC34,983
0.0% of portfolio›$393.2K
Swiss Life Asset Management Ltd34,622
0.0% of portfolio›$390.1K
IPG Investment Advisors LLC30,500
0.0% of portfolio›$342.8K
Profund Advisors LLC23,496
0.0% of portfolio›$264.1K
Sumitomo Mitsui Trust Group, Inc.22,787
0.0% of portfolio›$256.1K
Commonwealth Equity Services, LLC20,314
0.0% of portfolio›$228.3K
Cardinal Point Capital Management ULC19,275
0.0% of portfolio›$217.4K
Simplex Trading, LLC19,072
0.0% of portfolio›$214.4K
State of Wyoming16,517
0.0% of portfolio›$185.7K
Kathmere Capital Management, LLC16,275
0.0% of portfolio›$182.9K
Cypress Wealth Services, LLC13,828
0.0% of portfolio›$154.6K
Choreo, LLC11,481
0.0% of portfolio›$129.0K
Asset One Wealth Management LLC10,759
0.0% of portfolio›$120.9K
Vanguard Capital Wealth Advisors10,115
0.1% of portfolio›$113.7K
TrinityBridge Ltd10,000
0.0% of portfolio›$112.0K
Farther Finance Advisors, LLC9,577
0.0% of portfolio›$107.6K
Generali Investments CEE, investicni spolecnost, a.s.8,000
0.0% of portfolio›$67.6K
Larson Financial Group LLC7,958
0.0% of portfolio›$89.4K
Bullock Wealth Management Group6,154
0.0% of portfolio›$68.7K
EverSource Wealth Advisors, LLC5,800
0.0% of portfolio›$65.2K
SBI Securities Co., Ltd.3,738
0.0% of portfolio›$42.0K
IFP Advisors, Inc3,000
0.0% of portfolio›$33.7K
Blue Trust, Inc.2,956
0.0% of portfolio›$33.2K
Fortitude Family Office, LLC1,813
0.0% of portfolio›$20.4K
Hara Capital LLC1,800
0.0% of portfolio›$20.2K
GK Wealth Management LLC1,580
0.0% of portfolio›$17.8K
Parallel Advisors, LLC1,390
0.0% of portfolio›$15.6K
Elevated Capital Advisors, LLC1,000
0.0% of portfolio›$11.2K
Pacifica Partners Inc.880
0.0% of portfolio›$9.7K
CoreCap Advisors, LLC800
0.0% of portfolio›$9.0K
Oakworth Capital, Inc.200
0.0% of portfolio›$2.2K
Silver Grove Financial Group, Inc.177
0.0% of portfolio›$2.0K
West Financial Advisors, LLC150
0.0% of portfolio›$1.7K
Plato Investment Management Ltd110
0.0% of portfolio›$1.2K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$1.1K
Root Financial Partners, LLC93
0.0% of portfolio›$1.0K
Triumph Capital Management65
0.0% of portfolio›$731
Hughes Financial Services, LLC60
0.0% of portfolio›$562
Physician Wealth Advisors, Inc.59
0.0% of portfolio›$664
Assetmark, Inc48
0.0% of portfolio›$540
Comprehensive Financial Planning, Inc.40
0.0% of portfolio›$449
Wilmington Savings Fund Society, FSB38
0.0% of portfolio›$427
Bare Financial Services, Inc26
0.0% of portfolio›$292
Pinnacle Wealth Planning Services, Inc.2
0.0% of portfolio›$22
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
10,980,465$123.4M0.0%IndexLowAustin, TX2026-11-04
Euro Pacific Asset Management, LLC
4,491,284$50.5M4.6%GARPLowDorado, PR2026-11-03
Davenport & Co LLC
3,137,152$35.4M0.2%CoreMediumRichmond, VA2026-10-14
Sicart Associates LLC
1,162,693$12.5M3.0%CoreLowNew York, NY2026-10-29
Global Strategic Management Inc
1,046,319$11.8M18.8%GARPLowSan Juan, PR2026-10-16
U S Global Investors Inc
707,851$8.0M0.8%GARPMediumSan Antonio, TX2026-10-22
MacKenzie Financial Corp
546,814$6.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Intact Investment Management Inc.
450,200$5.1M0.2%YieldHighMontreal, Austria2026-11-03
CIBC Asset Management Inc
366,419$4.2M0.0%GARPLowToronto, South Africa2026-11-05
Y-Intercept (Hong Kong) Ltd
275,534$3.1M0.1%ValueVery HighHong Kong, South Korea2026-10-16
PKO Investment Management Joint-Stock Co
151,438$1.7M0.1%GrowthMediumWarsaw, Russia2026-10-19
Klein Pavlis & Peasley Financial, Inc.
132,274$1.5M0.8%ValueMediumIrvine, CA2026-10-13
Abbington Investment Group
127,660$1.4M0.9%YieldMediumWestport, CT2026-11-03
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
125,900$1.4M2.6%GARPMediumWarszawa, Russia2026-10-23
Thrivent Financial for Lutherans
104,910$1.2M0.0%GARPMediumMinneapolis, MN2026-11-05
DekaBank Deutsche Girozentrale
100,952$1.1M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Ashton Thomas Private Wealth, LLC
99,508$1.1M0.0%CoreMediumScottsdale, AZ2026-11-03
Daiwa Securities Group Inc.
91,258$1.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Achmea Investment Management B.V.
90,689$1.0M0.0%CoreMediumZeist, Philippines2026-10-30
TD Waterhouse Canada Inc.
74,839$823.6K0.0%CoreLowToronto, Australia2026-10-16
Bank of New York Mellon Corp
66,829$751.2K0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
63,695$717.8K0.0%CoreMediumNew York, NY2026-11-04
Pictet Asset Management Holding SA
55,860$629.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Realta Investment Advisors
55,550$624.4K0.2%GrowthMediumWilmington, DE2026-10-14
Caitong International Asset Management Co., Ltd
45,026$506.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Channing Global Advisors, LLC
40,331$453.3K0.2%CoreMediumFort Lauderdale, FL2026-11-03
LVW Advisors, LLC
34,983$393.2K0.0%CoreMediumPittsford, NY2026-10-19
Swiss Life Asset Management Ltd
34,622$390.1K0.0%CoreLowZurich, Switzerland2026-11-03
IPG Investment Advisors LLC
30,500$342.8K0.0%CoreMediumSan Diego, CA2026-10-30
Profund Advisors LLC
23,496$264.1K0.0%GrowthLowBethesda, MD2026-10-29
Sumitomo Mitsui Trust Group, Inc.
22,787$256.1K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth Equity Services, LLC
20,314$228.3K0.0%ETFLowWaltham, MA2026-11-02
Cardinal Point Capital Management ULC
19,275$217.4K0.0%ValueLowToronto, Australia2026-10-21
Simplex Trading, LLC
19,072$214.4K0.0%CoreVery HighChicago, IL2026-11-04
State of Wyoming
16,517$185.7K0.0%ValueHighCheyenne, WY2026-10-28
Kathmere Capital Management, LLC
16,275$182.9K0.0%ETFLowWayne, PA2026-10-20
Cypress Wealth Services, LLC
13,828$154.6K0.0%ETFLowPalm Desert, CA2026-10-21
Choreo, LLC
11,481$129.0K0.0%IndexLowRockford, IL2026-10-28
Asset One Wealth Management LLC
10,759$120.9K0.0%GrowthLowBellevue, WA2026-11-02
Vanguard Capital Wealth Advisors
10,115$113.7K0.1%GrowthMediumDenver, CO2026-10-16
TrinityBridge Ltd
10,000$112.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
9,577$107.6K0.0%IndexLowSan Francisco, CA2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
8,000$67.6K0.0%CoreLowPrague, Bahrain2026-10-15
Larson Financial Group LLC
7,958$89.4K0.0%GrowthLowSt Louis, MO2026-11-05
Bullock Wealth Management Group
6,154$68.7K0.0%GrowthLowBloomington, IN2026-10-09
EverSource Wealth Advisors, LLC
5,800$65.2K0.0%CoreMediumBirmingham, AL2026-11-04
SBI Securities Co., Ltd.
3,738$42.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
3,000$33.7K0.0%GrowthLowTampa, FL2026-10-16
Blue Trust, Inc.
2,956$33.2K0.0%ETFLowBrentwood, TN2026-10-15
Fortitude Family Office, LLC
1,813$20.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Hara Capital LLC
1,800$20.2K0.0%Deep ValueMediumBellevue, WA2026-10-30
GK Wealth Management LLC
1,580$17.8K0.0%GARPVery HighReno, NV2026-10-09
Parallel Advisors, LLC
1,390$15.6K0.0%IndexLowSan Francisco, CA2026-11-03
Elevated Capital Advisors, LLC
1,000$11.2K0.0%ETFMediumSandy, UT2026-11-04
Pacifica Partners Inc.
880$9.7K0.0%CoreLowSurrey, South Africa2026-10-09
CoreCap Advisors, LLC
800$9.0K0.0%ETFMediumSouthfield, MI2026-10-08
Oakworth Capital, Inc.
200$2.2K0.0%ETFLowBirmingham, AL2026-10-26
Silver Grove Financial Group, Inc.
177$2.0K0.0%CoreMediumOrchard Park, NY2026-11-05
West Financial Advisors, LLC
150$1.7K0.0%ETFLowDes Moines, IA2026-10-22
Plato Investment Management Ltd
110$1.2K0.0%CoreLowSydney, China2026-11-05
Cape Investment Advisory, Inc.
100$1.1K0.0%ETFLowMcdonough, GA2026-10-13
Root Financial Partners, LLC
93$1.0K0.0%ETFMediumEncinitas, CA2026-10-21
Triumph Capital Management
65$7310.0%ETFMediumDenver, CO2026-10-14
Hughes Financial Services, LLC
60$5620.0%ETFLowHerndon, VA2026-10-30
Physician Wealth Advisors, Inc.
59$6640.0%ETFMediumMidvale, UT2026-10-20
Assetmark, Inc
48$5400.0%ETFLowConcord, CA2026-10-21
Comprehensive Financial Planning, Inc.
40$4490.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Wilmington Savings Fund Society, FSB
38$4270.0%CoreLowWilmington, DE2026-10-23
Bare Financial Services, Inc
26$2920.0%ETFVery LowGap, PA2026-11-04
Pinnacle Wealth Planning Services, Inc.
2$220.0%GARPLowMansfield, OH2026-10-27